Allen Mooney & Barnes Investment Advisors LLC: IBM position timeline

Allen Mooney & Barnes Investment Advisors LLC held 5,077 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 5,077 shares

   Change vs previous 13F -571 shares

   0.17% of the 13F portfolio, value $1,116,492.

   13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
   Accepted 2026-10-08 16:43:26 UTC, ingested 2026-10-08 16:44:52 UTC

2. period ended2026-06-30

   13F 5,648 shares

   Change vs previous 13F -35,575 shares

   0.24% of the 13F portfolio, value $1,588,167.

   13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 41,223 shares

   Change vs previous 13F -89 shares

   1.44% of the 13F portfolio, value $9,992,065.

   13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 41,312 shares

   Change vs previous 13F +381 shares

   1.84% of the 13F portfolio, value $12,237,000.

   13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 40,931 shares

   Change vs previous 13F +517 shares

   1.8% of the 13F portfolio, value $11,549,229.

   13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 40,414 shares

   Change vs previous 13F -75 shares

   1.96% of the 13F portfolio, value $11,913,218.

   13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 40,489 shares

   Change vs previous 13F -1,136 shares

   1.64% of the 13F portfolio, value $10,067,986.

   13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 41,625 shares

   Change vs previous 13F not available

   1.54% of the 13F portfolio, value $9,150,421.

   13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).